Credentialed Tax Expert - Bilingual Spanish

Intuit Inc.; Arizona City (AZ); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking Tax Experts for the upcoming tax season. This exciting remote position allows you to assist customers in navigating their tax filings using innovative software. You will provide personalized tax advice and full-service return preparation, leveraging your extensive knowledge of tax laws and commercial preparation tools. If you are passionate about helping clients and possess strong customer service skills, this opportunity to work with a dynamic team from the comfort of your home is perfect for you. Join us in empowering individuals to achieve financial prosperity through effective tax solutions.

Benefits

401(k) savings plan with matching

Paid sick leave

E&O insurance

Employee stock purchase plan

Employee assistance program

Product discounts

Free copy of TurboTax Live

Qualifications

• Minimum 2 years of experience filing 30+ federal and state individual 1040 tax returns.
• Active, unrestricted credential (EA, CPA, or Attorney) with strong tax knowledge.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice, return preparation, and manage product inquiries.

Skills

Tax Preparation

Customer Service

Bilingual (English/Spanish)

Education

Active PTIN

CPA or EA or Practicing Attorney

Tools

TurboTax

Video Communication Software

Job description

Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!

What You Get:

• Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live.
• As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

What You Will Do:

• In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.

If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!

Who You Are:

• As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
• Bilingual (English/Spanish) communication skills (written & spoken).
• You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need:

• Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.